Common Uses and Benefits of Document Management

Store documents in a secure centralized repository.

Organize and index documents by product, customer, date, or any other property or criteria.

Search and retrieve documents instantly by typing in a tag or keyword or two, or by searching on any word in a document using "full-text" search.

Automate common processes such as invoice processing, or review and approval of documents such as budgets and project plans.

Efficiently manage and track emails and scanned paper documents.

Provide secure access to employees outside the office, or to clients to allow them to review and retrieve in-process and final documents.

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The Paperless Office: Easy and Affordable Document Management for Any Business

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Pursuing the paperless office with easy document management

M-Files offers an easy document management system that provides a secure, easy to use and affordable solution for organizing, managing and tracking important business documents, information and processes.

Unlike traditional document managements systems that are complicated and difficult to learn and use, M-Files is easy because it doesn't require you to change the way you work. Using the familiar Windows Explorer interface or the File Open and Save commands of any Windows application, documents are stored in the centralized vault the same way they are stored on any other hard drive on the system or network, it's just faster and more secure.

Support for any type of document

Any type of document or information is supported including invoices, purchase orders, HR documents, budgets, project plans, marketing materials and images, and so on. Email and paper documents are also seamlessly supported, including integrated scanning with OCR (Optical Character Recognition) for generating "full-text" searchable PDF files.

Always locate the right document instantly when it is needed

Once stored in M-Files all documents are indexed and searchable for instant retrieval, and access to the "right" document is assured due to M-Files' integrated version history that always provides access to the most up to date version, as well as older versions, should they be needed.

M-Files eliminates the need for chaotic and hard to manage Windows folders with a flexible method of organizing documents by any property or tag, such as product, customer, date, etc. Literally any property can be defined and tagged to any type of document. No more searching for where to save a file, just save to the vault and tag.

A secure centralized document repository accessible anytime, anywhere

M-Files provides the ability to set permissions by document to ensure access only by authorized personnel; permissions can be set on an individual basis or by groups, such as "Visible Only to Management" or "Read-Only to Everyone, Editable by HR," with support for Microsoft Active Directory so you can use existing accounts and groups. Remote access is supported should a document be needed when out of the office, and documents can be accessed offline even when no Internet access is available.

Automate document review and approval processes and eliminate paper

Improve efficiency and productivity by letting M-Files automate important processes such as invoice processing or contract management. Replace bulky filing cabinets and inefficient manual paper processes with automated scanning, tagging and workflow for dramatic improvements in efficiency and productivity.

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